US · Healthcare · Drug Manufacturers - Specialty & Generic
Analysts rate Haleon plc a buy (3 buy, 2 hold, 0 sell out of 5) with an average price target of $11.93.
CONFIDENT Q2 organic growth 3.1%, beating Q1's 2.2%. North America gaining momentum via shelf resets and innovation. Margin expansion 120bps from supply-chain efficiency. FY26 guidance 3–5% reaffirmed. Cold & flu recovery and emerging market strength expected H2. Q2 FY26 Emerging markets expected high single digits H2. North America 3–4% target mid-term. Europe 2–3% expected H2 despite tougher backdrop. Middle East facing market declines (Dubai, Pakistan) with recovery planned via activation. Analysts pressed on respiratory headwinds, Asia-Pac pricing trade-offs, and oral care durability vs. competitors. Management reaffirmed cyclical cold-flu recovery, defended margin quality (efficiency-driven), and noted LatAm leadership change enabling pricing discipline; no systemic infrastructure gaps acknowledged. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Dodge & Cox | 3.41% |
| FMR Inc | 2.75% |
| ClearBridge Advisors, LLC | 0.74% |
| Morgan Stanley - Brokerage Accounts | 0.44% |
| Harris Associates L.P. | 0.38% |
| Harding Loevner L.P. | 0.35% |
| Nuveen, LLC | 0.35% |
| Arrowstreet Capital Limited Partnership | 0.32% |
| Document | Date |
|---|---|
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • This is an indenture dated August 21, 2026 for potential future debt issuance by Haleon. • The document does not disclose a speci | 2026-08-21 |
| Cash tender offer - pricing, expiration and result (6-K) · Q3 2026 HEADLINE NUMBERS • Haleon announced the pricing, expiration and results of a cash tender offer for all outstanding 2027 notes issued by its wholly ow | 2026-08-19 |
| Transactions in own shares & buyback update (6-K) · Q3 2026 HEADLINE NUMBERS • Haleon purchased 1,569,800 ordinary shares on 17–18 August 2026 for cancellation under its buyback programme. • The company has c | 2026-08-19 |
| Transactions in own shares (6-K) · Q3 2026 HEADLINE NUMBERS • Haleon purchased 10,995,213 ordinary shares for cancellation under its share buyback programme announced on 12 March 2026. • Purc | 2026-08-17 |
| Launch & price: $2bn three-tranche bond offering (6-K) · Q3 2026 HEADLINE NUMBERS • Haleon launched and priced a $2 billion, three-tranche U.S.-dollar bond offering on 12 August 2026; settlement is scheduled for 21 | 2026-08-13 |
| 2026 half year results (6-K) · Q3 2026 HEADLINE NUMBERS • Haleon announced its 2026 half-year results on 30 July 2026; the detailed results statement is available through its investor webs | 2026-07-30 |
| Haleon 2026 q1 trading statement (6-K) · Q2 2026 HEADLINE NUMBERS • Haleon announced its Q1 trading statement for the year ending 31 December 2026 on 29 April 2026. • The submitted document does no | 2026-04-29 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • 2025 revenue was £11.0bn, down 1.8% reported from £11.2bn in 2024; organic revenue growth was 3.0%, versus 5.0% in 2024. • Report | 2026-03-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.06 / share ex-date Aug 14, 2026 · pay Sep 17, 2026 | 2026-08-14 |
| Dividend | $0.13 / share ex-date Apr 10, 2026 · pay May 14, 2026 | 2026-04-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Haleon plc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.